How big is Ohio Equities, LLC's plan?

Ohio Equities, LLC's plan reported $5.1M in assets and 91 participants for 2024.

Original filing (PDF)20251014092558NAL0005265890001

Ohio Equities, LLC

Name: Ohio Equities, LLC — Ohio Equities Realtors 401(k), Form 5500 (2024)
Creator: Ohio Equities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ohio Equities Realtors 401(k) Profit Sharing Plan

401(k) retirement plan · Ohio Equities, LLC's Ohio Equities Realtors 401(k) Profit Sharing Plan held $5.1M in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

JEFF Pallay signed Ohio Equities, LLC's 2024 Form 5500 as plan administrator.

JEFF Pallay — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ohio Equities, LLC's EIN is 31-1602109.

EIN 31-1602109

Plan number 001

Plan year 2024

ACK ID 20251014092558NAL0005265890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ohio Equities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ohio Equities, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OHIO EQUITIES, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off